Yocale

Clients area is where you can access all of your client information at a glance.

Clients Overview

Full Guide to CRM & Client Management

Removing a Client

Yocale allows you to merge client information within 3 easy steps

How To Merge Duplicate Clients

Learn how to add forms, images, files, charts or other documents to your client/patient profile

Add or Attach Documents to your Client/Patient Profile

Prepare your client list to import clients from other lists and systems

Preparing Your Client List For Importing Into Yocale

View All Your Clients Appointment History and Details

How To View Client Appointment History

Learn how to disable sending client reviews to customers

How to Enable or Disable Client Reviews

What are client alerts, and how can I set it up?

Clients Can Book Appointments in their Time Zone and Preferred Language

Aydin Asli

Aylin Amini

Tigran Babaev

Client Management

Yocale For Businesses

Yocale Pay

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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